+52.2%
NTAP vs BEN
+45.6%
+6.6%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.8% |
| 7D | +2.2% | +3.4% | -1.2% | +1.1% |
| 30D | -7.0% | +1.8% | -8.8% | -7.6% |
| 3M | +12.3% | +8.4% | +3.9% | +9.3% |
| 6M | +85.1% | +35.6% | +49.5% | +63.7% |
| YTD | +74.8% | +46.4% | +28.4% | +51.2% |
| All | +52.2% | +45.6% | +6.6% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling